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387 hedge funds and large institutions have $4.5B invested in Sonoco in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 75.65%77.74% (+2.1%)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

9% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $5.57M

2% less funds holding

Funds holding: 394387 (-7)

11% less capital invested

Capital invested by funds: $5.06B → $4.5B (-$562M)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
123
Reduced
144
Closed
40
Calls
$5.08M
Puts
$5.57M
Net Calls
-$489K
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$1.36M -$422K -6,602 -22%
Lazard Asset Management
152
Lazard Asset Management
New York
$1.34M -$69.3K -1,083 -5%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$1.31M -$123K -1,921 -8%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$1.31M -$100K -1,567 -7%
OTPPB
155
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.29M -$117K -1,829 -8%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1.29M +$275K +4,300 +25%
FVWA
157
Foster Victor Wealth Advisors
South Carolina
$1.28M
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.27M +$896 +14 +0.1%
OAM
159
Oppenheimer Asset Management
New York
$1.26M +$26.3K +411 +2%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$1.24M
LPL Financial
161
LPL Financial
California
$1.19M +$75.7K +1,183 +6%
TPA
162
Trivium Point Advisory
Connecticut
$1.19M -$98.5K -1,540 -7%
HKAM
163
Horizon Kinetics Asset Management
New York
$1.18M -$6.4K -100 -0.5%
BCM
164
Brookmont Capital Management
Texas
$1.18M +$13.6K +212 +1%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$1.16M -$154K -2,409 -11%
KeyBank National Association
166
KeyBank National Association
Ohio
$1.14M -$36.8K -575 -3%
E
167
Ergoteles
New York
$1.13M +$1.22M +19,010 New
EFS
168
Essex Financial Services
Connecticut
$1.12M -$9.6K -150 -0.8%
UCFA
169
United Capital Financial Advisors
Texas
$1.08M +$14.7K +229 +1%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$1.08M -$28.9K -451 -2%
ESB
171
Essex Savings Bank
Connecticut
$1.07M
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$1.07M +$1.15M +18,008 New
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M -$67.8K -1,060 -6%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$1.05M +$642K +10,034 +131%
URS
175
Utah Retirement Systems
Utah
$1.05M -$102K -1,600 -8%

SON Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q3 2021, worth a combined $4.5B — down 11% from $5.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SON and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 123 added.

The largest buyer was American Century Companies, adding an estimated $45.3M. The largest seller was Invesco, cutting an estimated $62.3M.

  • 387 institutional investors held Sonoco (SON) as of Q3 2021, down from 394 in Q2 2021.
  • Funds reported $4.5B of Sonoco stock for Q3 2021, down 11% quarter-over-quarter.
  • 38 funds opened new Sonoco positions in Q3 2021 and 40 closed out, a net change of -2 holders.
  • The largest Sonoco buyer in Q3 2021 was American Century Companies, an estimated $45.3M added.
  • The largest Sonoco seller in Q3 2021 was Invesco, an estimated $62.3M sold.

Based on aggregated 13F filings for Q3 2021.